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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,208 | $133,998-55.8% | $112,263-47.3% | $134,545-56.0% |
| Participation rate | 93.8% | 78.6%+15.2pp | 75.1%+18.7pp | 81.2%+12.5pp |
| Annual return | -7.67% | 47.17%-54.8pp | 27.49%-35.2pp | 418.37%-426.0pp |
| Employer contribution / active EE | $1,189 | $4,040-70.6% | $3,636-67.3% | $4,742-74.9% |
| Participant deferral / active EE | $4,738 | $5,292-10.5% | $4,729+0.2% | $6,401-26.0% |
| Admin fee / account holder | $96 | $7,493-98.7% | $6,410-98.5% | $11,431-99.2% |